Account Executive Jobs in New York
An Account Executive in the banking industry serves as the primary point of contact between the financial institution and its clients. They monitor and manage existing accounts, generate new sales opportunities, and deliver product presentations. Other responsibilities may include strategic planning, managing large-scale transactions, and solving client issues. Account Executives are responsible for achieving sales quotas, enhancing the banking experience for customers, and fostering loyal relationships between the bank and its clientele.
To succeed as an Account Executive, vital skills include exceptional communication, customer service, and sales abilities, as well as a deep understanding of the financial industry. They should have excellent negotiation and problem-solving skills, and be adept at managing multiple clients and responsibilities simultaneously. Some certifications, like Certified Financial Services Security Professional (CFSSP) or Chartered Financial Analyst (CFA) can enhance an Account Executive's credentials. Prior to becoming an Account Executive, a person might have roles such as Sales Representative, Account Manager, or Loan Officer within the banking or financial services sector.
Executive(s) to define account priorities and achieve the annual plan Partner with Visa Direct cross-border commercialization team to develop the go-to-market strategy and ensure we have the right...
Principal Commercial Banking Relationship Manager - Executive Director
- Melville, NY
- 2 days ago
- Melville, NY
- 2 days ago
the following: work experience, training, military experience, education Desired Qualifications: Comprehensive knowledge and understanding of core banking products and services, such as commercial lending...
the following: work experience, training, military experience, education Desired Qualifications: Comprehensive knowledge and understanding of core banking products and services, such as commercial lending...
Corporate Banking Relationship Manager, Executive Director
- New York, NY
- 6 days ago
- New York, NY
- 6 days ago
Corporate Banking Relationship Manager, Executive DirectorNew York, United States of AmericaUSA Job Family Description: Identifies and pursues new sales prospects within existing or untapped...
Experience with lending, credit, treasury management, sales, financial analysis. 12+ years....
Commerical Banking Relationship Manager - Jericho, NY
- Jericho, NY
- 10 days ago
- Jericho, NY
- 10 days ago
policies and lending practices....
Finance, Economics, or Marketing 5-6 years of account relationship management experience Experience consistently delivering strong sales performance Comprehensive knowledge and understanding of C & I lending...
Prepares lending activity reports for department management....
Corporate Advisory and Banking Relationship Manager
- New York, NY
- 30+ days ago
- New York, NY
- 30+ days ago
Convert lending and advisory relationships to wealth management relationships....
Managing Director - Commercial Middle Market Banking Relationship Manager
- New York, NY
- 45+ days ago
- New York, NY
- 45+ days ago
Knowledge of banking regulations, lending policies, procedures and techniques and well demonstrated understanding of loan risk factors a plus....
Commercial Banking Relationship Manager - Ithaca, NY
- Ithaca, NY
- 45+ days ago
- Ithaca, NY
- 45+ days ago
Promote the Company's CRA requirements and policy; adhere to FDICIA and compliance procedures as they apply to the Company's lending activities....
Demographic Data for New York
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Title Synonyms
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Salary for Account Executive Jobs in New York
Required or preferred licenses and certifications for Account Executive positions.
Highest Education Level
Account Executives in New York offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Account Executive position
- Market Planning
- Employee Retention
- Corporate Communications
- Client Relationships
- Digital Content
- Management Consulting
- Value Proposition Development
- Lending
- Loan Documentation
- BSA
- Commercial Banking
- Automated Clearing House
- Commercial Lending
- Private Banking
- Loan Processing
- OFAC
- Credit Underwriting
- Mortgage Processing
- Treasury
- Treasury Management
- Credit Analysis
- Foreign Exchange
- Cash Flow Analysis
- Loan Servicing
- Financial Services
- Capital Markets
- Underwriting
- Investment Banking
- Financial Statements
- Investment Management
- Portfolio Management
- Resolution
- Real Estate
- Customer Satisfaction
- Referrals
- Relationship Management
- Finance
- Strategy Development
- Closing
- Business Development
- Accounting
- Customer Relations
- Retail
- Written Communication
- Negotiation
- Documentation
- Mentoring
- Interpersonal Skills
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
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